We take the protection of your personal information as seriously as we take the protection of your financial future.
When you visit this website, submit a contact form, or schedule a consultation, we may collect certain personal information. This includes your name, email address, phone number, and any other information you voluntarily provide.
We may also collect non-personal information automatically through cookies and similar technologies, such as your browser type, IP address, pages visited, and time spent on the site. This information is used solely to improve your experience on our website and to respond to your inquiries.
We use the information you provide to respond to your requests, schedule consultations, and communicate with you about our services.
We do not sell, rent, or trade your personal information to third parties for their marketing purposes. We may share your information with trusted service providers who assist us in operating our website or conducting our business, provided those parties agree to keep your information confidential.
We may also disclose your information when required by law or to protect the rights and safety of our firm, our clients, or the public.
Federal law gives you the right to limit some, but not all, sharing of your personal financial information. It also requires us to tell you how we collect, share, and protect your information.
We collect nonpublic personal information about you from the following sources:
Information you provide on applications or other forms
Information about your transactions with us or others
Information from consumer reporting agencies
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.
We restrict access to nonpublic personal information about you to those employees and service providers who need that information to provide services to you.
We maintain physical, electronic, and procedural safeguards that comply with federal standards to protect your nonpublic personal information.
Our website uses cookies to enhance your browsing experience. Cookies are small text files stored on your device that help us understand how visitors use our site.
You may choose to disable cookies through your browser settings; however, doing so may limit certain functionality on our website. We do not use cookies to collect personally identifiable information without your knowledge.
We may use third-party analytics tools, such as Google Analytics, to help us understand site traffic and usage patterns. These tools collect information anonymously and report website trends without identifying individual visitors.
You can opt out of Google Analytics by visiting the Google Analytics opt-out page.
This website may contain links to third-party websites for your convenience and reference.
Uptrex Wealth Advisors LLC does not control these external sites and is not responsible for their content, privacy practices, or accuracy. The inclusion of any link does not imply endorsement by Uptrex Wealth Advisors LLC.
We encourage you to review the privacy policies of any third-party sites you visit.
We implement reasonable administrative, technical, and physical safeguards to protect the personal information you provide against unauthorized access, disclosure, alteration, or destruction.
While we take these precautions seriously, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security, but we are committed to protecting your information to the best of our ability.
This website is not directed to children under the age of 13, and we do not knowingly collect personal information from children.
If you believe we have inadvertently collected information from a child under 13, please contact us immediately and we will take steps to delete that information.
We reserve the right to update this Privacy Policy at any time. When we do, we will revise the effective date at the bottom of this page.
We encourage you to review this policy periodically to stay informed about how we are protecting your information. Your continued use of this website following the posting of changes constitutes your acceptance of those changes.
If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:
Uptrex Wealth Advisors LLC
4633 Old Ironsides Drive, Suite 430
Santa Clara, CA 95054
Phone: 650-397-9600
Email: jack@uptrex.com
Effective Date: 30/07/2026